+1,171.8%
GPC vs IBN
+1,756.6%
-584.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.7% | +2.0% |
| 7D | +0.8% | +14.6% | -13.8% | -1.5% |
| 30D | -1.1% | +23.5% | -24.6% | -4.5% |
| 3M | -6.6% | +14.0% | -20.6% | -8.7% |
| 6M | +22.2% | +31.1% | -8.9% | +16.8% |
| YTD | +5.1% | +16.6% | -11.5% | +2.2% |
| 1Y | +2.8% | +14.9% | -12.1% | +0.3% |
| 3Y | +2.4% | +56.9% | -54.5% | -5.7% |
| 5Y | +7.8% | +69.7% | -61.9% | -2.4% |
| 10Y | +87.2% | +365.4% | -278.1% | +41.4% |
| All | +1,171.8% | +1,756.6% | -584.8% | +663.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling